Epic Rally In Tandem Diabetes Care, Can It Continue?
A magnificent share rally in Tandem Diabetes Care has ensued this year as it became clear to investors that the company isn’t going belly-up. Quite the contrary, revenues are increasing […]
Trade Tensions No Big Deal?
According to some, the trade tensions are a sideshow and the implication is that they can be safely ignored by investors, at least for now. The real crisis is in […]
Paycom Still Has Gas In The Tank
Another fast-growing SaaS cloud business platform which keeps on adding modules and functionality. Unlike others, there isn’t much of an effort to up-sell, in an order to focus on customer […]
NAPCO Has Considerable Upside
The shares of NAPCO were range-bound for quite some time but they have suddenly taken off after a stellar third quarter. The company is driven forward by increasing recurring revenue, […]
Corporations Don’t Invest Enough
We’re experiencing a solid economy with low unemployment, but easy money and now fiscal stimulus are hiding underlying problems from sight. The biggest problem is perhaps disappointing business investment, which […]
Shares Of Carbon Black Are Fully Valued, For The Moment
The security outfit shot up belatedly after promising Q1 figures, but we think this is going a little too fast. Nevertheless, there is a lot to like. The company has […]
New Relic Needs To Cool Off
The shares trade at nearly 7 times their 2022 revenue target. But there are plenty of things going for the company, revenue growth, incredible up-sells, operational leverage, positive cash flows […]
MDC Partners Has Hit An Air Pocket
The company’s share price is less than a fourth of where it was two-three years ago and the company just presented another rough quarter. The business is volatile, and visibility […]
Riding The Finisar Waves
Given industry characteristics, few companies in the optical network sector are long-term holds. What investors can do is ride a wave in which demand and cost cutting outpaces the price […]
Morningstar’s Rally Is Stretched
Terrific corporate performance and the shares have been on an enormous winning streak with the RSI reaching 95. The shares need cooling off, as valuations are substantial and the performance […]